Evergreen Wealth Solutions’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49M	Buy	180,265 +1,909	+1%	+$48.1K	0.23%	75
2026 Q1	$4.51M	Buy	178,356 +101,679	+133%	+$2.59M	0.32%	60
2025 Q4	$1.96M	Buy	76,677 +120	+0.2%	+$3.07K	0.27%	52
2025 Q3	$1.96M	Buy	76,557 +724	+1%	+$18.4K	1.11%	18
2025 Q2	$1.92M	Sell	75,833 -6,427	-8%	-$159K	1.15%	18
2025 Q1	$2.06M	Sell	82,260 -6,171	-7%	-$153K	1.39%	11
2024 Q4	$2.17M	Buy	88,431 +77,597	+716%	+$1.94M	1.52%	11
2024 Q3	$279K	Buy	10,834 +413	+4%	+$10.4K	0.19%	88
2024 Q2	$256K	Buy	+10,421	New	+$255K	0.18%	97

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Evergreen Wealth Solutions's IBDX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.1% in Q2 2026, buying an estimated $48.1K and bringing the position to 180,265 shares worth $4.49M. The position accounts for 0.23% of the portfolio, ranked #75.

Evergreen Wealth Solutions first reported a position in IBDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.51M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Evergreen Wealth Solutions held 180,265 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.49M as of Q2 2026.
Evergreen Wealth Solutions bought 1,909 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $48.1K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.23% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #75 holding.
Evergreen Wealth Solutions first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Evergreen Wealth Solutions's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.51M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.